Form 5500

3,281 topics in this forum

1. Sole Proprietor has no EIN for 5500ez

   By kwalified, May 29, 2015
   • 3 replies
   • 1k views
   • 
   • Bill Presson
   • June 2, 2015

2. Compliance notice and now a late notice

   By SSRRS, October 12, 2021
   • 3 replies
   • 725 views
   • 
   • RatherBeGolfing
   • October 16, 2021

3. DFVC Unavailable-What To Do?

   By Guest merlin, September 15, 2003
   • 3 replies
   • 1.2k views
   • 
   • Lynn Campbell
   • September 17, 2003

4. Assets Held for Investment Purpose

   By bzorc, September 10, 2009
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • September 29, 2009

5. separate 5500s for solo(k) and DB plan?

   By JHalligan, September 14, 2022
   • 3 replies
   • 479 views
   • 
   • ratherbereading
   • September 14, 2022

6. Failure to File 5500

   By Guest JasonCollins, February 27, 2003
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • March 2, 2003

7. Minimum Funding Question on 5500 EZ

   By MarZDoates, March 31, 2015
   • 3 replies
   • 1k views
   • 
   • MarZDoates
   • March 31, 2015

8. SSA question

   By BG5150, October 11, 2012
   • 3 replies
   • 1.2k views
   • 
   • mbozek
   • October 13, 2012

9. Plan Characteristics/Features-Line 8a of Form 5500

   By NQS, June 20, 2010
   • 3 replies
   • 3.7k views
   • 
   • Bird
   • June 22, 2010

10. Form 5500 Sch H loans rolled into Plan

    By pmacduff, March 28, 2017
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • March 29, 2017

11. Plan Audit Question

    By bzorc, April 16, 2021
    • 3 replies
    • 847 views
    • 
    • Bob the Swimmer
    • April 16, 2021

12. DFVCP Fee

    By Keith Lowery, October 15, 2024
    • 3 replies
    • 1k views
    • 
    • thepensionmaven
    • October 23, 2025

13. 5500 timely filed for 2008 plan year on paper

    By DPL, July 19, 2010
    • 3 replies
    • 1k views
    • 
    • DPL
    • July 19, 2010

14. Schedule of assets held for investment

    By Guest Tara Curran, October 8, 2001
    • 3 replies
    • 1.7k views
    • 
    • Kristina
    • October 8, 2001

15. 5500-SF Part V, Line 10E Insurance Companies

    By Guest toddsander, July 19, 2010
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 21, 2011

16. 8955 SSA

    By g bennycon, November 18, 2011
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • November 22, 2011

17. Mailing Form 5500

    By Guest rachd, January 30, 2003
    • 3 replies
    • 1.7k views
    • 
    • Theresa Lynn
    • February 4, 2003

18. Can I use "cash basis" on small plan's Form 5500 Sch I

    By Guest Moe Howard2, September 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • September 22, 2004

19. Can this plan FILE with an SF?

    By SSRRS, February 18, 2022
    • 3 replies
    • 523 views
    • 
    • Jakyasar
    • February 24, 2022

20. Pension Feature codes, Form 5500

    By Guest jusducki, June 2, 2004
    • 3 replies
    • 2.3k views
    • 
    • JanetM
    • June 2, 2004

21. Elimination of Non-Reporting of Those Pd Prior to 8955 being Filed

    By BeanCounterBlues, July 1, 2011
    • 3 replies
    • 967 views
    • 
    • rcline46
    • July 1, 2011

22. Form 5500 sole proprietor with PT employee

    By thepensionmaven, July 12, 2018
    • 3 replies
    • 655 views
    • 
    • cpc0506
    • July 14, 2018

23. short plan year and availability of form 5500 or 5500EZ

    By Benbob13, December 11, 2017
    • 3 replies
    • 2.4k views
    • 
    • Kristina
    • December 12, 2017

24. 5500 Forms on Pension Reporter

    By Sunny, May 6, 2025
    • 3 replies
    • 2k views
    • 
    • Peter Gulia
    • May 7, 2025

25. Schedule B - Line 25

    By emmetttrudy, May 18, 2009
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2009

26. Signing the Form 5500

    By TPA Bob, June 22, 2010
    • 3 replies
    • 1.8k views
    • 
    • TPA Bob
    • June 23, 2010

27. 5500 for a Controlled Group

    By Archimage, December 5, 2002
    • 3 replies
    • 1.6k views
    • 
    • Archimage
    • December 6, 2002

28. Calculation of DFVC Late filing Penalty

    By Guest PLHart, August 25, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 27, 2003

29. One-day Plan Year?

    By Guest DIY, March 16, 2006
    • 3 replies
    • 2.5k views
    • 
    • MWeddell
    • March 17, 2006

30. Availability of DFVC and IRS Remedial Programs

    By Guest boberlander, March 6, 2001
    • 3 replies
    • 1.8k views
    • 
    • dmb
    • April 12, 2001

31. Help with Sch H - line 3 - is auditor opinion necessary?

    By Guest welcomehome, July 20, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2004

32. One Participant Plan - Eligible for EZ?

    By Guest ggbrock, October 8, 2008
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 8, 2008

33. DFVC Website Down?

    By austin3515, January 23, 2023
    • 3 replies
    • 710 views
    • 
    • austin3515
    • January 24, 2023

34. Schedule A and 5500 SF

    By Dazednconfused, March 3, 2010
    • 3 replies
    • 4.9k views
    • 
    • chc93
    • March 8, 2010

35. 5500 SF and late filings

    By Dazednconfused, October 13, 2011
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • October 14, 2011

36. Dating Hardcopy 5500's

    By austin3515, October 15, 2010
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 15, 2010

37. Schedule C - Service Provider

    By emmetttrudy, September 19, 2013
    • 3 replies
    • 1.6k views
    • 
    • Calavera
    • September 20, 2013

38. PWBA name change

    By pmacduff, April 24, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2003

39. Audit For New Plan

    By austin3515, September 23, 2015
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • September 23, 2015

40. SAR to terminated participants (Retirement & H/W)

    By TPApril, April 22, 2021
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 23, 2021

41. Audit required for terminated plan?

    By katieinny, September 17, 2003
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 17, 2003

42. 5500 Software

    By SLuskin, March 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • March 16, 2005

43. Trapped between a Schedule C requirement and final 408(b)(2) regs?

    By ERISAatty, June 8, 2012
    • 3 replies
    • 2.4k views
    • 
    • jpod
    • June 26, 2012

44. Schedule A's

    By Nora Ramos, September 6, 2018
    • 3 replies
    • 794 views
    • 
    • Peter Gulia
    • September 10, 2018

45. Insufficient information to file by deadline

    By Guest JMN, October 13, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2011

46. Short Plan Year

    By khn, July 23, 2020
    • 3 replies
    • 918 views
    • 
    • Bird
    • July 23, 2020

47. 5558 Extension confirmation from IRS is missing PN

    By mandmeickhoff@msn.com, April 28, 2016   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • extenion
    • 3 replies
    • 1.8k views
    • 
    • PAL
    • April 29, 2016

48. Cite for 5500/plan participant liability

    By Tax Cowboy, June 5, 2019
    • 3 replies
    • 676 views
    • 
    • Tax Cowboy
    • June 8, 2019

49. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd, December 18, 2024
    • 3 replies
    • 1.3k views
    • 
    • Juan Kelly
    • December 20, 2024

50. Distribution Fees

    By Medusa, March 6, 2009
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • March 6, 2009